Bill Hortz On Innovation

William Hortz is president and dean of the Institute for Innovation Development (IID), an educational and business development organization for members determined to grow their businesses in a world of constant change. Run as a social enterprise, the Institute is dedicated to making innovation best practices a vital cornerstone for members’ business growth. He also is founder of Strategic Account Management Solutions Inc. and previously worked for OppenheimerFunds, Countrywide Investments and Peregrine Asset Management.

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The Need For Better Market Intelligence For Active Equity Managers

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It is wise to explore advanced investment technology that makes it possible to discover what works and what does not in a dynamically changing equity marketplace.

AI Agents As Hyper-Efficient Advisor Meeting Assistants

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Zeplyn is a purpose-built AI assistant that streamlines nuanced wealth management workflows and improves client experience for advisory firms.

A Transformative Investment Management Operating Experience

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Learn how to strategically partner with asset owners and managers in building a next-generation data management technology platform.

Book Review: The Rainmaker Multiplier

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This book is a comprehensive, self-sustaining, practice guide for financial advisors and an insightful treatise on financial services professional development.

Top 2024 Articles From The Institute For Innovation Development

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Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2024.

State Of The 2024 Asset Management Industry--Ultimus 2024 Client Summit Review

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The Ultimus 2024 Registered Funds Client Summit recently provided an informative industry event designed to offer a thorough update on the state of the asset management industry.

The Wealth Transfer $18 Trillion Philanthropy Opportunity

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Donor-advised funds have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.

Winning The Asset Management Performance Challenge

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Rocco Pellegrinelli of Trendrating discusses the performance challenge of an active equity investment strategy and explores potential investment performance solutions.

The ROI Of AI In Financial Services

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Nathan Stevenson of ForwardLane discusses how financial firms are grappling with the issue of value creation and measuring ROI on strategic AI deployment.

Business Creation And Investing In Emerging Markets

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Robert Scharar of FCA Corp and Commonwealth Funds discusses innovation, business creation and investing in emerging markets.

Strategically Expanding Active Management Research Tools

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Navigating the equity markets' confusing environment of increasing volatility, uncertainty, complexity and ambiguity is immensely challenging for investment managers.

A Business Model Innovation Mindset For Financial Services

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Business model innovation is one of the most dynamic strategies available for forward-looking business leaders.

Integrating Caregiving And Medicare In Retirement Planning

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This guest article offers a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.

A 2030 Vision Of AI In Financial Services

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In this thought experiment, we explore potential scenarios for 2030 and examine how these developments might reshape the industry.

Strategically Applying Financial Services Business Solutions

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Mark Spina and Jay Ramey of FLX Networks discuss the changing strategic nature of the financial services industry.

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